Capstone Investment Advisors
ZION icon

Capstone Investment Advisors’s Zions Bancorporation ZION Stock Holding History

Capstone Investment Advisors’s Portfolio ZION Stock Details ZION Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-25,600
Closed -$1.39M – 1947
2024
Q4 		$1.39M Hold
25,600
– – ﹤0.01% 959
2024
Q3 		$1.21M Sell
25,600
-900
-3% -$42.6K ﹤0.01% 902
2024
Q2 		$1.15M Sell
26,500
-800
-3% -$33.8K ﹤0.01% 932
2024
Q1 		$1.18M Sell
27,300
-5,800
-18% -$239K ﹤0.01% 1049
2023
Q4 		$1.45M Buy
33,100
+20,200
+157% +$730K ﹤0.01% 907
2023
Q3 		$450K Buy
12,900
+5,900
+84% +$206K ﹤0.01% 1377
2023
Q2 		$188K Hold
7,000
– – ﹤0.01% 1575
2023
Q1 		$210K Buy
7,000
+3,200
+84% +$146K ﹤0.01% 1261
2022
Q4 		$187K Sell
3,800
-15,500
-80% -$775K ﹤0.01% 1317
2022
Q3 		$982K Buy
19,300
+1,000
+5% +$54.7K 0.01% 1028
2022
Q2 		$931K Sell
18,300
-37,300
-67% -$2.12M ﹤0.01% 1050
2022
Q1 		$3.65M Sell
55,600
-64,700
-54% -$4.43M 0.01% 809
2021
Q4 		$7.6M Buy
120,300
+9,300
+8% +$594K 0.01% 698
2021
Q3 		$6.87M Buy
111,000
+32,300
+41% +$1.77M 0.01% 747
2021
Q2 		$4.16M Buy
78,700
+10,600
+16% +$594K 0.01% 772
2021
Q1 		$3.74M Sell
68,100
-15,700
-19% -$808K 0.01% 728
2020
Q4 		$3.64M Sell
83,800
-35,400
-30% -$1.31M 0.01% 699
2020
Q3 		$3.48M Buy
119,200
+4,600
+4% +$148K 0.02% 615
2020
Q2 		$3.9M Buy
114,600
+27,900
+32% +$883K 0.03% 507
2020
Q1 		$2.32M Buy
86,700
+4,000
+5% +$165K 0.04% 473
2019
Q4 		$4.29M Buy
82,700
+31,700
+62% +$1.54M 0.02% 613
2019
Q3 		$2.27M Buy
51,000
+4,300
+9% +$186K 0.02% 698
2019
Q2 		$2.15M Buy
46,700
+12,900
+38% +$597K 0.02% 720
2019
Q1 		$1.53M Buy
33,800
+20,700
+158% +$988K 0.01% 691
2018
Q4 		$534K Buy
13,100
+2,000
+18% +$93.2K 0.01% 799
2018
Q3 		$557K Buy
+11,100
New +$586K 0.01% 768

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capstone Investment Advisors's ZION Position: Q4 2024 in Review

Capstone Investment Advisors sold out of Zions Bancorporation (ZION) in Q4 2024, closing a stake of 1,528 shares — an estimated $83.7K sold.

Capstone Investment Advisors first reported a position in ZION in Q4 2015 and held it in 21 quarters. The position peaked at $2.5M in Q3 2020. 472 funds tracked by Wall St. Rank hold ZION as of Q4 2024.

  • Capstone Investment Advisors reported no remaining Zions Bancorporation position as of Q4 2024 after selling out during the quarter.
  • Capstone Investment Advisors sold 1,528 Zions Bancorporation shares in Q4 2024, an estimated $83.7K.
  • Capstone Investment Advisors first reported a position in Zions Bancorporation in Q4 2015 and held it in 21 quarters.
  • Capstone Investment Advisors's Zions Bancorporation position peaked at $2.5M in Q3 2020.
  • 472 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2024.

Based on Capstone Investment Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.